Vice President, Regional Advisory Consultant South

Current Employees and Contractors Apply Here

Osaic Careers

Wealth Management Sales Opportunity in Financial Services

Vice President, Regional Advisory Consultant

Location(s):

TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA

Work Arrangement:

Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) and be available for regional travel.

Role Type:     Full-time: 50-75% Travel May Be Required

Salary: $85,000 - $100,000 per year + sales incentive compensation, paid quarterly.

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Role Type:  Full time

Summary:

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.

Responsibilities:

• Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses. While 1:1 meeting will be the majority of interactions, presenting to sizable groups of advisors will be expected.
• Executing a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline. The Regional Consultant will work closely with their internal counterpart to efficiently manage sales strategy for their region.
• Drive impactful interactions and events – inviting the right advisors, creating, and delivering content, and managing appropriate meeting follow-up. Partner with various investment management companies to deliver collateral, share leads, and co-present on specific content.
• Introduce and support advisors on various product offerings – MF/ ETF models, customized SMA models, tax services and private client solutions.
• Review and analyze regional reports to prioritize existing and new prospects. Partner with internal consultant on converting sales leads into opportunities.
• Utilization of key reports and data to establish goals and opportunities for advisors.
• Schedule individual 1:1 and regional meetings for your region.
• Engaged with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.
• Interactions will be expected to be logged in firm’s CRM system.
• Education Requirements: Master’s Degree preferred, bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required.
• Basic Requirements: Series 7 required.
• Ability to travel 50-75% of the time.
• 5+ years in a similar role.
• Driven and goal-oriented nature and enthusiastic sales-focused personality.
• Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
• Ability to introduce a complex subject matter in clear articulate fashion.
• Ability to work independently with high level of organization and time management skills.
• Deep experience working directly with financial advisors.
• Familiarity with using a client relationship management program.
• Preferred Requirements: CFP or CIMA certification
• Current Employees and Contractors Apply Here